Once all signature fields have been placed, click “Send” to send the document

The document is now on its way to your client’s email inbox

Client Experience

Once the document has been sent, the primary taxpayer will receive an email notification. The notification will contain a link, which will open a document and request that the client electronically sign.

Open notification email and click on highlighted link

Follow the onscreen instructions "Start"

Follow the onscreen instructions – “Click here to sign”

Client will have 2 options when applying their signature(s)

Client can sign using their keyboard and typing their name

Client can use mouse, finger or stylus to draw their signature

Once signed, click “Apply”

Once applied, click "Next" to go to the next signature field

Once the client has finished applying their signature in all required locations, they simply “Click to Sign”

Once the Primary Taxpayer has completed signing the Engagement Letter, another email will immediately be sent to the Spouse, at the same email address, so that they can apply their signature to the letter

The Spouse will go through the same process that the Primary Taxpayer went through

Once both the Primary Taxpayer and Spouse have signed the document, they will each receive a final copy. This copy can be accessed by clicking on the “Download Link” in their email notifications